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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,848 | $65,703-54.6% | $94,228-68.3% | $59,633-49.9% |
| Participation rate | 66.7% | 72.1%-5.5pp | 78.8%-12.1pp | 68.7%-2.0pp |
| Annual return | -2.92% | 5.22%-8.1pp | 10.68%-13.6pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $2,310 | $2,021+14.3% | $3,587-35.6% | $2,203+4.9% |
| Participant deferral / active EE | $3,030 | $3,143-3.6% | $4,320-29.9% | $3,192-5.1% |
| Admin fee / account holder | $353 | $4,264-91.7% | $6,269-94.4% | $4,297-91.8% |